How a Chief Investment Officer Reimagines Risk | Ron Albahary (LNW)
Today, we go in-depth with Ron Albahary, Chief Investment Officer at LNW where he determines overall investment strategy.In this episode you’ll learn:That great investors understand humans, not just m...
16 Apr 32min
CEO of $5 Trillion Firm on the Future of Investing | Yie-Hsin Hung (State Street IM)
Today, we go in-depth with Yie-Hsin Hung, President and CEO of State Street Investment Management, one of the world’s largest asset managers.In this episode you’ll learn:How Yie-Hsin built a strong no...
9 Apr 32min
How a CEO Defines Work Ethic | Doug Scott (Ethic)
Doug Scott is the co-founder and CEO of Ethic and the host of Work Ethic. In this special bonus episode, Doug trades places to answer the same rapid-fire questions he asks every guest.Timestamps:00:00...
2 Apr 5min
The Grit Behind a $16 Billion Multi-Family Office | Greg Brown (Caprock)
Today, we're going in depth with Greg Brown, the Co-CEO of Caprock, an independent multi-family office serving ultra–high-net-worth families. Before leading Caprock, he built a career as an entreprene...
26 Mar 33min
The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster (Angeles Wealth)
Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has grea...
19 Mar 36min
Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank
Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of financ...
12 Mar 31min
Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset
Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and ...
5 Mar 38min
Introducing: Work Ethic hosted by Doug Scott
Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from s...
19 Feb 2min
